New Tools in an Old Company PMI Honolulu Chapter Meeting June 20, 2007

Pre-set Meeting Agendas  Sets direction for meeting  “Manage” meeting participants  Assists new PMs (or employees)

Project Initiation Meeting Agenda

Scope Statement Template

Other Meeting Agenda Templates  Project Plan Meeting  Organizational Planning Meeting  Preliminary Engineering Meeting  PUC Application Development Meeting  Engineering Design Meeting  Construction Planning Meeting  Construction Review Meeting

Risk Assessment Checklist  Operations  Customer  Land Use/Permitting  Regulatory  Community Relations  Construction Impacts  Long-Term Impacts  Schedule  Cost Estimate

WBS Chart Pro™

Scope Change Request Form

Scope Change Request Form – Part 1

Scope Change Request Form – Part 2

Scope Change Request Form – Part 3

Scope Change Request Form – Part 4

Scope Change Request Form – Part 5

Lessons Learned Process Guidelines

Lessons Learned Guideline #1 Lessons Learned meeting(s) should be held within 6 weeks after a project or a major phase of a project is completed.

Lessons Learned Guideline #2 At least a week prior to the meeting(s), the Project Manager should prepare an agenda (or use the attached ‘Lessons Learned Matrix’) and distribute to all stakeholders.

Lessons Learned Guideline #4 For a large or complex project it is recommended that separate lessons learned meetings be conducted for the different areas or phases of the project.

Lessons Learned Matrix Template

PM Checklist

Conclusion  Work within Framework  Keep efforts Low-Key  Create In-house Training Leverage Your PMI Membership!